565 lines
36 KiB
HTML
565 lines
36 KiB
HTML
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<title>电子特气 - 深度行业研究报告 | 价小前投研</title>
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<div class="container mx-auto p-4 sm:p-6 lg:p-8">
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<!-- Header -->
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<header class="text-center py-12">
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<h1 class="text-5xl md:text-7xl font-bold title-glow tracking-tighter">
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电子特气 <span class="text-gray-400">Electronic Specialty Gases</span>
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</h1>
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<h2 class="mt-4 text-2xl text-indigo-300 font-light">深度行业研究报告</h2>
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<p class="mt-8 text-sm text-gray-500 max-w-2xl mx-auto">
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北京价值前沿科技有限公司 AI投研agent：“价小前投研” 进行投研呈现。
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<br class="hidden sm:block">本报告为AI合成数据，不构成任何投资建议，投资需谨慎。
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</p>
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</header>
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<!-- Insight Bento Grid -->
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<main class="bento-grid lg:grid-cols-3 lg:grid-rows-6">
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<section class="glass-card p-6 lg:p-8 lg:col-span-2 lg:row-span-2">
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<h3 class="text-2xl font-bold text-violet-300 mb-4">0. 概念事件 & 1. 核心观点摘要</h3>
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<div class="space-y-4 text-gray-300">
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<p>电子特气，被誉为半导体工业的“血液”和“粮食”，正处在<strong>“国产替代”结构性成长</strong>与<strong>“海外供给冲击”周期性催化</strong>双重逻辑驱动的黄金发展阶段。</p>
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<p>其核心驱动力源于国内半导体及先进制造业的扩张需求与保障供应链安全的国家战略意志，而近期的海外生产事故则显著加速了国内龙头企业在全球市场的份额提升和价格话语权确立进程。未来，该赛道的潜力不仅在于量的增长，更在于向<strong>先进制程（<7nm）、新品类拓展和一体化服务</strong>等高附加值环节的质变升级。</p>
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<p class="text-sm border-l-2 border-pink-500 pl-4 mt-4 text-gray-400"><strong>时间轴催化：</strong>全球市场长期由海外巨头垄断（CR4达<strong>88%</strong>），国产化率仅约<strong>12%</strong>。2024年，日本关东电化工厂爆炸，导致<strong>3700吨NF₃</strong>及<strong>1400吨WF₆</strong>产能受阻，重建需1-2年。此事件成为关键催化剂，国内厂商（如中船特气、昊华科技）开始承接海外转移订单，三氟化氮散单价格上涨约<strong>10%</strong>。中船特气确认已承接<strong>600-800吨/年</strong>NF₃增量订单，并指引其全球第一的WF₆产品<strong>2026年长协价保守涨幅50%以上</strong>。近期韩媒消息称，海外WF₆厂商计划提价<strong>70%-90%</strong>，进一步强化涨价预期。</p>
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</div>
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</section>
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<section class="glass-card p-6 lg:p-8 lg:col-span-1 lg:row-span-3" x-data="{ tab: 'drivers' }">
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<h3 class="text-2xl font-bold text-violet-300 mb-4">2. 核心逻辑与市场认知</h3>
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<div class="tabs tabs-boxed bg-transparent mb-4">
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<a class="tab" :class="{'tab-active': tab === 'drivers'}" @click="tab = 'drivers'">核心驱动力</a>
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<a class="tab" :class="{'tab-active': tab === 'gaps'}" @click="tab = 'gaps'">预期差分析</a>
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</div>
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<div x-show="tab === 'drivers'" class="space-y-3 text-gray-300 text-sm">
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<div class="collapse collapse-arrow bg-white/5 rounded-box">
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<input type="radio" name="logic-accordion" checked="checked" />
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<div class="collapse-title font-medium">国产替代的必然性</div>
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<div class="collapse-content"><p>最根本长效逻辑。海外四巨头占中国市场<strong>88%</strong>份额，电子特气被列为“十四五”规划重点“卡脖子”领域，供应链本土化是必然选择。</p></div>
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</div>
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<div class="collapse collapse-arrow bg-white/5 rounded-box">
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<input type="radio" name="logic-accordion" />
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<div class="collapse-title font-medium">下游需求的确定性增长</div>
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<div class="collapse-content"><p>作为半导体制造第二大材料（成本占比<strong>13%</strong>），中国市场CAGR（21-25年）高达<strong>12.8%</strong>。AI算力爆发（2030年需求增长500倍预期）、光伏、固态电池等新兴应用带来持续增量。</p></div>
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</div>
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<div class="collapse collapse-arrow bg-white/5 rounded-box">
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<input type="radio" name="logic-accordion" />
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<div class="collapse-title font-medium">高行业壁垒构筑护城河</div>
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<div class="collapse-content"><p>技术壁垒（提纯、混配）和客户认证壁垒（周期长达2-3年，关系稳定）极高，龙头企业一旦进入核心供应链难以被颠覆。</p></div>
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</div>
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</div>
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<div x-show="tab === 'gaps'" class="space-y-3 text-gray-300 text-sm">
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<p><strong><span class="badge badge-success">利好预期差</span> 商业模式升级：</strong>市场普遍视为材料制造商，但中船特气提出向仓储、配送等<strong>“气体集成服务”</strong>转型，提升附加值，此逻辑未被充分定价。</p>
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<p><strong><span class="badge badge-warning">风险预期差</span> 长期价格战风险：</strong>市场聚焦短期涨价，但路演数据显示多家公司（昊华、广钢等）扩产三氟化氮，长期或面临同质化竞争和价格战风险，与短期狂欢形成矛盾。</p>
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<p><strong><span class="badge badge-info">龙头认知预期差</span> 综合龙头 vs. 单项冠军：</strong>市场对龙头认知模糊。<strong>中船特气</strong>是NF₃、WF₆的“单项冠军”，技术纵深强；<strong>华特气体</strong>是品类最全的“平台型”公司，客户覆盖广。两者路径与估值逻辑不同。</p>
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</div>
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</section>
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<section class="glass-card p-6 lg:p-8 lg:col-span-2 lg:row-span-2">
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<h3 class="text-2xl font-bold text-violet-300 mb-4">3. 关键催化剂与未来发展路径</h3>
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<div class="grid md:grid-cols-2 gap-6">
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<div>
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<h4 class="font-semibold text-lg text-indigo-300 mb-2">近期催化剂 (未来3-6个月)</h4>
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<ul class="list-disc list-inside space-y-2 text-gray-300 text-sm">
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<li><strong>价格传导与业绩兑现：</strong>关注WF₆提价70-90%及NF₃散单涨价在2026年长协及后续季报毛利率中的兑现情况。</li>
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<li><strong>新增产能投产进度：</strong>昊华科技(6000吨NF₃)、中船特气(7500吨NF₃)等新增产能的达产及客户导入速度。</li>
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<li><strong>先进制程新品认证突破：</strong>华特气体3nm用气、中船特气C₄F₆等先进制程关键气体的客户认证进展。</li>
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</ul>
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</div>
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<div>
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<h4 class="font-semibold text-lg text-indigo-300 mb-2">长期发展路径 (四阶段演进)</h4>
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<ol class="list-decimal list-inside space-y-2 text-gray-300 text-sm">
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<li><strong>当前：“大单品”国产化</strong> (中船特气, 昊华科技)</li>
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<li><strong>第二阶段：“多品类”平台化</strong> (华特气体)</li>
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<li><strong>第三阶段：“高精尖”引领</strong> (光刻气, C₄F₆等)</li>
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<li><strong>第四阶段：“资源+服务”整合</strong> (广钢气体)</li>
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</ol>
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</div>
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</div>
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</section>
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<section class="glass-card p-6 lg:p-8 lg:col-span-3 lg:row-span-2">
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<h3 class="text-2xl font-bold text-violet-300 mb-4">4. 核心公司深度剖析</h3>
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<div class="overflow-x-auto">
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<table class="table table-zebra w-full text-sm">
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<thead>
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<tr>
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<th>公司名称</th>
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<th>核心优势</th>
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<th>业务进展与验证</th>
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<th>潜在风险</th>
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<th class="text-center">逻辑纯粹度</th>
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</tr>
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</thead>
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<tbody>
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<tr>
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<td class="font-bold">中船特气 (688146)</td>
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<td><strong>全球单项冠军</strong> (NF₃全球第二, WF₆全球第一)；技术领先 (率先进入3nm/5nm制程)。</td>
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<td>稳定供应台积电、美光3nm制程；已获日本爆炸后<strong>600-800吨/年</strong>增量订单；WF₆长协价指引涨超<strong>50%</strong>。</td>
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<td>对NF₃/WF₆两大单品依赖高；原材料价格波动。</td>
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<td class="text-center"><div class="radial-progress text-success" style="--value:95;" role="progressbar">95%</div></td>
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</tr>
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<tr>
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<td class="font-bold">华特气体 (688268)</td>
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<td><strong>品类最全的平台型公司</strong> (55个产品进口替代)；光刻气国内领先 (获ASML认证)。</td>
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<td>国内8寸以上晶圆厂覆盖率<strong>>90%</strong>；光刻气小批量供应台积电；乙硅烷、锗烷等新品放量。</td>
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<td>单一“大单品”规模优势不及中船；氦气业务受价格波动影响。</td>
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<td class="text-center"><div class="radial-progress text-primary" style="--value:85;" role="progressbar">85%</div></td>
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</tr>
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<tr>
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<td class="font-bold">昊华科技 (600378)</td>
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<td><strong>隐形冠军</strong> (C₄F₆产能全球第一)；NF₃/WF₆也具备相当规模。</td>
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<td>已实现对台积电等海外龙头供货；下游客户已就日本爆炸事件接洽。</td>
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<td>业务庞杂，电子特气非全部；新产能或加剧NF₃市场竞争。</td>
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<td class="text-center"><div class="radial-progress text-info" style="--value:60;" role="progressbar">60%</div></td>
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</tr>
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<tr>
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<td class="font-bold">广钢气体 (688548)</td>
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<td><strong>电子大宗气体龙头</strong> + <strong>稀缺氦气资源</strong> (唯一进入全球氦气供应链内资企业)。</td>
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<td>中标<strong>27.4亿元</strong>电子大宗现场制气项目；正在筹建3000吨NF₃项目。</td>
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<td>特气业务尚处起步阶段；氦气价格周期性波动。</td>
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<td class="text-center"><div class="radial-progress text-accent" style="--value:75;" role="progressbar">75%</div></td>
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</tr>
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<tr>
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<td class="font-bold">凯美特气 (002549)</td>
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<td><strong>光刻气细分龙头</strong> (同时获ASML和GIGAPHOTON认证)。</td>
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<td>已与中芯国际、长江存储建立合作。</td>
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<td>电子特气业务占总营收比例待提升；产品线相对单一。</td>
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<td class="text-center"><div class="radial-progress text-warning" style="--value:55;" role="progressbar">55%</div></td>
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</tr>
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</tbody>
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</table>
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</div>
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</section>
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<section class="glass-card p-6 lg:p-8 lg:col-span-2 lg:row-span-1">
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<h3 class="text-2xl font-bold text-violet-300 mb-4">5. 潜在风险与挑战</h3>
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<ul class="space-y-2 text-sm text-gray-300">
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<li class="flex items-start"><span class="text-red-400 mr-2 mt-1">●</span><div><strong>技术风险:</strong> 离子注入气体（SDS负压容器专利封锁）和部分先进制程新气体（如C₅F₈）国产化率依然很低，是待攻克的硬骨头。</div></li>
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<li class="flex items-start"><span class="text-red-400 mr-2 mt-1">●</span><div><strong>商业化风险:</strong> 上游原材料（如钨粉）价格波动会直接侵蚀毛利率；下游半导体景气度下行或晶圆厂扩产放缓将影响需求。</div></li>
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<li class="flex items-start"><span class="text-red-400 mr-2 mt-1">●</span><div><strong>竞争风险:</strong> <strong>行业竞争加剧是最大风险。</strong>多家公司均在规划或建设三氟化氮项目，可能引发长期价格战。</div></li>
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<li class="flex items-start"><span class="text-red-400 mr-2 mt-1">●</span><div><strong>信息交叉验证风险:</strong> <strong>三氟化氮价格前景矛盾</strong>，短期供给冲击利好与长期产能过剩风险并存，是市场最大的预期差和潜在陷阱。</div></li>
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</ul>
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</section>
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<section class="glass-card p-6 lg:p-8 lg:col-span-1 lg:row-span-1">
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<h3 class="text-2xl font-bold text-violet-300 mb-4">6. 综合结论</h3>
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<p class="text-gray-300">电子特气已<strong>明确进入基本面驱动阶段</strong>，长期成长逻辑坚实，短期叠加事件催化，形成“戴维斯双击”格局。这是一条具备扎实产业基础和业绩兑现能力的黄金赛道。</p>
|
||
<p class="mt-4 font-semibold text-indigo-300">最具投资价值细分方向：</p>
|
||
<ul class="list-disc list-inside text-sm text-gray-400">
|
||
<li>平台型/单项冠军龙头</li>
|
||
<li>具备“独门绝技”的细分冠军</li>
|
||
<li>战略资源掌控者</li>
|
||
</ul>
|
||
</section>
|
||
</main>
|
||
|
||
<!-- Supporting Data -->
|
||
<section class="glass-card p-6 lg:p-8 mt-6" x-data="{ currentTab: 'market' }">
|
||
<h3 class="text-2xl font-bold text-violet-300 mb-4">关键数据与市场信息</h3>
|
||
<div role="tablist" class="tabs tabs-bordered">
|
||
<a role="tab" class="tab" :class="{'tab-active': currentTab === 'market'}" @click="currentTab = 'market'">市场宏观</a>
|
||
<a role="tab" class="tab" :class="{'tab-active': currentTab === 'events'}" @click="currentTab = 'events'">关键事件</a>
|
||
<a role="tab" class="tab" :class="{'tab-active': currentTab === 'products'}" @click="currentTab = 'products'">产品动态</a>
|
||
</div>
|
||
<div class="pt-6">
|
||
<div x-show="currentTab === 'market'" class="grid md:grid-cols-2 gap-6 items-center">
|
||
<div>
|
||
<ul class="space-y-3 text-gray-300">
|
||
<li><strong>市场规模 (2023):</strong> 约 <span class="text-2xl font-bold text-cyan-300">249亿元</span> (撼地产业研究院)</li>
|
||
<li><strong>增长预测 (2025):</strong> 预计达 <span class="text-2xl font-bold text-cyan-300">316.6亿元</span> (SEMI)，CAGR(21-25)为 12.8%。</li>
|
||
<li><strong>市场格局:</strong> 海外四巨头 (空气化工, 林德等) 占中国市场 <span class="text-2xl font-bold text-red-400">88%</span>。</li>
|
||
<li><strong>国产化率:</strong> 本土企业份额仅为 <span class="text-2xl font-bold text-green-400">12%</span>，替代空间巨大。</li>
|
||
<li><strong>下游应用:</strong> 集成电路 (43%)、显示面板、光伏是前三大用户。</li>
|
||
</ul>
|
||
</div>
|
||
<div id="market-share-chart" style="width: 100%; height: 300px;"></div>
|
||
</div>
|
||
<div x-show="currentTab === 'events'">
|
||
<div class="space-y-4">
|
||
<div class="p-4 rounded-xl bg-pink-500/10 border border-pink-500/30">
|
||
<h4 class="font-bold text-lg text-pink-300">日本关东电化涩川工厂爆炸</h4>
|
||
<p class="text-gray-300 mt-2 text-sm">事件导致三氟化氮(<strong>3700吨</strong>)、六氟化钨(<strong>1400吨</strong>)等产品生产受阻。反应器损毁，重建需<strong>1-2年</strong>。该事件导致全球供应出现“不可抗力”缺口，海外三氟化氮散单已<strong>涨价10%</strong>左右，国内公司（如昊华科技、中船特气）已开始承接转移订单。</p>
|
||
</div>
|
||
<div class="p-4 rounded-xl bg-cyan-500/10 border border-cyan-500/30">
|
||
<h4 class="font-bold text-lg text-cyan-300">六氟化钨 (WF6) 海外厂商提价</h4>
|
||
<p class="text-gray-300 mt-2 text-sm">据韩媒消息，SK Specialty、厚城等主要WF6制造企业，计划从明年开始将供应单价<strong>提高70%至90%</strong>，进一步强化产品涨价预期，利好中船特气等国内龙头。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div x-show="currentTab === 'products'">
|
||
<div class="overflow-x-auto">
|
||
<table class="table table-sm text-gray-300">
|
||
<thead><tr><th>产品</th><th>核心厂商</th><th>产能/动态</th><th>市场信息</th></tr></thead>
|
||
<tbody>
|
||
<tr>
|
||
<td class="font-bold">三氟化氮 (NF₃)</td>
|
||
<td>中船特气, 昊华科技, 南大光电</td>
|
||
<td>中船: 9250吨(在建3250吨), 全球第二<br>昊华: 5000吨(在建6000吨)</td>
|
||
<td>用量最大的电子特气之一，日本爆炸后散单价上涨。但国内扩产激烈，有长期价格战风险。</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-bold">六氟化钨 (WF₆)</td>
|
||
<td>中船特气, 昊华科技</td>
|
||
<td>中船: 2230吨, 全球第一<br>昊华: 600吨</td>
|
||
<td>海外厂商计划提价70%-90%，中船特气指引2026年长协价涨幅超50%，涨价弹性大。</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-bold">六氟丁二烯 (C₄F₆)</td>
|
||
<td>昊华科技, 中船特气, 华特气体</td>
|
||
<td>昊华: 1200吨, 全球第一<br>中船: 200吨(在建)</td>
|
||
<td>先进制程第三大耗用气体，国产化率低，单价高（约200万元/吨），是未来关键增长点。</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-bold">光刻气</td>
|
||
<td>华特气体, 凯美特气, 中船特气</td>
|
||
<td>华特/凯美特气均获ASML/GIGAPHOTON认证</td>
|
||
<td>光刻环节核心材料，技术壁垒极高，是衡量公司技术实力的重要标志。</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
|
||
<!-- Stock Data -->
|
||
<section class="glass-card p-6 lg:p-8 mt-6">
|
||
<h3 class="text-2xl font-bold text-violet-300 mb-4">核心标的与产业链数据</h3>
|
||
|
||
<div class="overflow-x-auto">
|
||
<table class="table w-full table-zebra">
|
||
<thead>
|
||
<tr>
|
||
<th class="w-1/6">核心产品/环节</th>
|
||
<th class="w-1/6">股票名称</th>
|
||
<th class="w-1/6">股票代码</th>
|
||
<th class="w-2/3">相关原因/产能数据</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<!-- 三氟化氮 -->
|
||
<tr>
|
||
<td rowspan="5" class="font-bold align-middle text-center bg-indigo-900/30">三氟化氮<br>(NF₃)</td>
|
||
<td>中船特气</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=688146" target="_blank">688146</a></td>
|
||
<td>产能18500吨/年；公司三氟化氮全球覆盖率65.03%</td>
|
||
</tr>
|
||
<tr>
|
||
<td>南大光电</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=300346" target="_blank">300346</a></td>
|
||
<td>产能8300吨/年</td>
|
||
</tr>
|
||
<tr>
|
||
<td>昊华科技</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=600378" target="_blank">600378</a></td>
|
||
<td>产能5000吨/年；在建产能6000吨/年</td>
|
||
</tr>
|
||
<tr>
|
||
<td>华特气体</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=688268" target="_blank">688268</a></td>
|
||
<td>新募投项目拟建产能1000吨/年</td>
|
||
</tr>
|
||
<tr>
|
||
<td>广钢气体</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=688548" target="_blank">688548</a></td>
|
||
<td>正在筹建3000吨电子级三氟化氮项目</td>
|
||
</tr>
|
||
|
||
<!-- 六氟化钨 -->
|
||
<tr>
|
||
<td rowspan="3" class="font-bold align-middle text-center bg-pink-900/30">六氟化钨<br>(WF₆)</td>
|
||
<td>中船特气</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=688146" target="_blank">688146</a></td>
|
||
<td>产能2000吨/年；公司六氟化钨全球覆盖率70.31%</td>
|
||
</tr>
|
||
<tr>
|
||
<td>昊华科技</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=600378" target="_blank">600378</a></td>
|
||
<td>产能600吨/年</td>
|
||
</tr>
|
||
<tr>
|
||
<td>中巨芯</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=688549" target="_blank">688549</a></td>
|
||
<td>产能400吨/年</td>
|
||
</tr>
|
||
|
||
<!-- 六氟丁二烯 -->
|
||
<tr>
|
||
<td rowspan="5" class="font-bold align-middle text-center bg-teal-900/30">六氟丁二烯<br>(C₄F₆)</td>
|
||
<td>昊华科技</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=600378" target="_blank">600378</a></td>
|
||
<td>产能1200吨/年，全球第一</td>
|
||
</tr>
|
||
<tr>
|
||
<td>中船特气</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=688146" target="_blank">688146</a></td>
|
||
<td>产能200吨/年</td>
|
||
</tr>
|
||
<tr>
|
||
<td>中巨芯</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=688549" target="_blank">688549</a></td>
|
||
<td>175吨/年的电子级六氟丁二烯项目已经建成</td>
|
||
</tr>
|
||
<tr>
|
||
<td>华特气体</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=688268" target="_blank">688268</a></td>
|
||
<td>年产300吨六氟丁二烯合成项目（在建工程）</td>
|
||
</tr>
|
||
<tr>
|
||
<td>金宏气体</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=688106" target="_blank">688106</a></td>
|
||
<td>在建产能200吨/年</td>
|
||
</tr>
|
||
|
||
<!-- 其他 -->
|
||
<tr>
|
||
<td rowspan="8" class="font-bold align-middle text-center bg-gray-800/30">平台型/其他</td>
|
||
<td>华特气体</td><td><a href="https://valuefrontier.cn/company?scode=688268" target="_blank">688268</a></td><td>国内特气国产化的先行者，实现55个产品进口替代，超20产品供应到14nm及以下先进制程。</td>
|
||
</tr>
|
||
<tr>
|
||
<td>广钢气体</td><td><a href="https://valuefrontier.cn/company?scode=688548" target="_blank">688548</a></td><td>深耕电子大宗气体，产品涵盖其全部六大品种。</td>
|
||
</tr>
|
||
<tr>
|
||
<td>凯美特气</td><td><a href="https://valuefrontier.cn/company?scode=002549" target="_blank">002549</a></td><td>电子特气为超高纯气体和光刻气，光刻气通过ASML子公司Cymer认证。</td>
|
||
</tr>
|
||
<tr>
|
||
<td>和远气体</td><td><a href="https://valuefrontier.cn/company?scode=002971" target="_blank">002971</a></td><td>产品涵盖硅基、氟基、氨基、氯基、碳基五大系列，包括NF₃、WF₆。</td>
|
||
</tr>
|
||
<tr>
|
||
<td>雅克科技</td><td><a href="https://valuefrontier.cn/company?scode=002409" target="_blank">002409</a></td><td>子公司高纯四氟化碳产能2000吨/年, 高纯六氟化硫产能12000吨/年。</td>
|
||
</tr>
|
||
<tr>
|
||
<td>杭氧股份</td><td><a href="https://valuefrontier.cn/company?scode=002430" target="_blank">002430</a></td><td>【上游设备】国内空分设备市占率第一；成立电子气事业部。</td>
|
||
</tr>
|
||
<tr>
|
||
<td>福斯达</td><td><a href="https://valuefrontier.cn/company?scode=603173" target="_blank">603173</a></td><td>【上游设备】空分设备核心供应商。</td>
|
||
</tr>
|
||
<tr>
|
||
<td>三孚股份</td><td><a href="https://valuefrontier.cn/company?scode=603938" target="_blank">603938</a></td><td>年产500吨电子级二氯二氢硅及1000吨电子级三氯氢硅。</td>
|
||
</tr>
|
||
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
|
||
<div class="mt-8">
|
||
<h4 class="text-xl font-bold text-indigo-300 mb-4">涨幅异动分析</h4>
|
||
<div class="overflow-x-auto">
|
||
<table class="table w-full">
|
||
<thead>
|
||
<tr>
|
||
<th>股票</th>
|
||
<th>涨幅</th>
|
||
<th>日期</th>
|
||
<th>异动解析</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td class="font-bold">向日葵 <a href="https://valuefrontier.cn/company?scode=300111" target="_blank">(300111)</a></td>
|
||
<td><span class="text-red-400 font-mono text-lg">+19.97%</span></td>
|
||
<td>2025-10-15</td>
|
||
<td class="text-xs">
|
||
<strong class="text-indigo-300">核心结论:</strong> 并购漳州兮璞材料→绑定深圳新凯来→切入国产半导体设备高纯特气/前驱体供应链，资金一次性重估。<br>
|
||
<strong class="text-indigo-300">驱动概念:</strong> 半导体设备国产替代+高纯电子特气+前驱体<br>
|
||
<strong class="text-indigo-300">消息面:</strong> 1) 新凯来被官宣为“惊喜”参展方，国产设备龙头预期升温，公司拟收购的新凯来供应商兮璞材料直接受益。2) 磷系特气涨价，资金外溢。3) 前驱体材料板块β升温。
|
||
</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<footer class="text-center py-10 mt-10 text-xs text-gray-600">
|
||
<p>© 2024 北京价值前沿科技有限公司. All Rights Reserved.</p>
|
||
<p>AI Generated Report. For Reference Only.</p>
|
||
</footer>
|
||
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|
||
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